VWM
ZDEK

VanWeelden Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr December ZDEK Stock Holding History

VanWeelden Wealth Management’s Portfolio ZDEK Stock Details ZDEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$16.3M Buy
+689,069
New +$16.5M 14.52% 2

Other funds holding ZDEK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

VanWeelden Wealth Management's ZDEK Position: Q1 2025 in Review

VanWeelden Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) in Q1 2025: 689,069 shares worth $16.3M. The stake represents 14.52% of the portfolio and ranks #2 among its holdings.

64 funds tracked by Wall St. Rank hold ZDEK as of Q1 2025.

  • VanWeelden Wealth Management held 689,069 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $16.3M as of Q1 2025.
  • Innovator Equity Defined Protection ETF - 1 Yr December was a new VanWeelden Wealth Management position in Q1 2025.
  • Innovator Equity Defined Protection ETF - 1 Yr December made up 14.52% of VanWeelden Wealth Management's portfolio in Q1 2025, its #2 holding.
  • 64 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q1 2025.

Based on VanWeelden Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.